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From Sales Guesswork to Full Revenue Visibility in 9 Weeks

PlexTrac is the leading AI-powered platform for pentest reporting and threat exposure management, trusted by Fortune 500 companies and top security providers including Expedia, Mandiant, Deloitte, and KPMG. Built to help cybersecurity teams continuously manage and reduce threat exposure, PlexTrac centralizes security data, streamlines reporting, prioritizes risk, and automates remediation workflows—empowering teams to drive measurable risk reduction.

SaaS

100+ employees

0wks

CPQ implementation

faster quote generation

visibility into deal structure and pricing

Solution they used

CPQ

CLM

DealRoom

CRM
they use

Salesforce

Challenge

Condensed Timeline for CPQ Implementation

PlexTrac needed to deploy a CPQ platform quickly to support its growing sales organization. Implementing a system capable of handling new business, renewals, and subscription models within a short timeframe created a significant operational challenge.

Solution

Full CPQ Deployment in Just Nine Weeks

With support from DealHub’s Customer Success team, PlexTrac implemented its full CPQ platform in nine weeks. The rollout included workflows for new business, renewals, and subscriptions, allowing the team to move from manual quoting to automated revenue operations without disrupting active deals.

Challenge

Disconnected Systems Created a Revenue Blind Spot

PlexTrac relied on Word documents and informal sales knowledge, making it difficult to track deal structures, pricing, and products sold. Disconnected systems limited visibility into customer purchases and deal performance, leaving leadership to piece together revenue insights manually.

Solution

A Single Source of Truth for Sales, Product, and Leadership

DealHub centralized PlexTrac’s quoting process and captured deal data in Salesforce. Executives gained visibility into deal profitability and discounting, while customer success and product teams could see what customers purchased and analyze product adoption. This provided reliable revenue insights and reduced manual data cleanup.

Challenge

Inconsistent Sales Processes Across Teams

Without standardized quoting, sales reps structured deals differently and often relied on internal negotiations. This lack of a unified framework created delays and made cross-team collaboration more difficult as the organization scaled.

Solution

Standardized Quoting Framework

DealHub introduced a standardized quoting framework with clear pricing, deal structure, and approval workflows. This reduced friction during deal creation and helped PlexTrac achieve 40% faster quote creation.

DealHub replaced our manual quoting process with clear pricing and standardized approvals, enabling our reps to create quotes 40% faster.”

Ayelet Germanski

VP Revenue Operations, PlexTrac

Challenge

Rigid CPQ Tools Couldn’t Support Growth

PlexTrac needed a CPQ solution that could adapt to evolving pricing models and internal workflows. Many traditional CPQ tools required significant development effort or imposed rigid structures that made it difficult to support changing go-to-market strategies.

Solution

Flexible CPQ Designed for RevOps Control

DealHub provided a configurable CPQ platform tailored to PlexTrac’s sales processes. RevOps could manage pricing, approvals, and product packaging without engineering support, allowing the system to scale with the business.

Challenge

Limited Visibility for Customer Success Teams

Customer success teams lacked visibility into what products and services customers had purchased. This made it difficult to prepare for onboarding conversations and support customers effectively after deals closed.

Solution

Seamless Sales-to-Customer Success Handoff

DealHub provided full transparency into deal details, allowing customer success teams to see exactly what customers purchased before kickoff calls. With this information available early, teams could prepare more effectively, ensure accurate onboarding, and deliver on customer commitments from day one.

With DealHub, our customer success team can clearly see what each customer purchased before onboarding begins. That visibility helps them prepare better, start conversations with context, and deliver on customer commitments from day one.”

Ayelet Germanski

VP Revenue Operations, PlexTrac

From Sales Fragmentation

to Revenue Visibility

From Manual Quoting to Revenue Visibility

PlexTrac’s experience shows how replacing Word documents and informal quoting practices with a structured CPQ platform gives leadership real-time visibility into what is being sold, how deals are structured, and how pricing decisions are made. This transparency enables better coordination across sales, product, and customer success teams.

Standardized Quoting Accelerates Sales Execution

PlexTrac demonstrates how introducing a structured quoting framework eliminates friction and helps reps move faster through the sales process. With DealHub’s guided configuration and pricing visibility, the team achieved 40% faster quote creation (Suggested), allowing sales representatives to focus more on customer conversations and less on manual quote preparation.

One Source of Truth for Revenue Data

By integrating DealHub with Salesforce, PlexTrac centralized deal data, pricing structures, and product configurations into a single system of record. This unified data model enables accurate reporting on what products are sold, how deals are structured, and where revenue opportunities exist.

Rapid CPQ Deployment Without Operational Disruption

PlexTrac implemented a complete CPQ system, including new business, renewals, and subscription workflows, in just nine weeks. Their experience highlights how modern revenue platforms allow organizations to modernize sales infrastructure quickly without slowing active deal cycles.

From Sales Friction

to Revenue Clarity

Metric

Before